So, your Paragon build is connected to your QuickBooks Online account and you're looking to take the next steps? Great! With all of your reference data already imported into Paragon you are ready to start exporting your payments and transactions.
This article will walk you through how to set up and automatically export both your make and receive payments from Paragon to QuickBooks.
Export make payment
To get started with exporting your make payments, you will first need to make sure that the attribute for automatic make payment export has been selected in the QuickBooks Setup screen.
From anywhere in Paragon, navigate to the QuickBooks setup screen from the settings page.
Simply tick the box whilst in edit mode and the attribute will be activated - Don't forget to save!
Once you have created and exported your necessary vendor invoice(s), you will now need to create a make payment from that exported vendor invoice.
When creating your make payment, you will need to confirm that the following fields are filled :
- Payment Amount
- Reference #
- Payment Type
- Bank Account
After issuing your make payment, navigate to the More tab and you should now see the QuickBooks Company Name and the QuickBooks ID appear.
If you check the log tab on the QuickBooks setup page, you will see your make payment was automatically sent to QuickBooks.
In QuickBooks Online you can see that the exported vendor invoice is now marked as paid and that the make payment has been created (displayed as Bill and Bill Payment respectively).
Export receive payments
To export your receive payments from Paragon to QuickBooks, you first need to make sure that the automatic receive payment export attribute has been selected
Once you have created and exported your necessary invoices, you will now need to create a make payment from that exported invoice.
When creating your receive payment, you will need to confirm that the following fields are filled:
- Reference #
- Payment Type
- Bank Account
After issuing your receive payment, navigate to the More tab without refreshing and you should now see the QuickBooks Company Name and the QuickBooks ID appear.
If you check the log tab on the QuickBooks setup page, you will see your receive payment was automatically sent to QuickBooks.
In QuickBooks Online you can see that the exported invoice is now marked as paid and that the receive payment has been created.
Manually export transactions to QuickBooks
A great benefit of this feature is that if something went wrong while exporting a completed transaction to QuickBooks that came in through Amazon or Shopify, you can now correct the issue and then resend the transaction. To manually send a receive payment to QuickBooks, hit the QuickBooks export option from the action button list on any QuickBooks transaction in Paragon:
If the status of your transaction would not allow it to be sent, you will be notified and prompted to either issue or complete the transaction before trying to export it again.
If you're looking to learn how to export more transactions and references with your QuickBooks Online integration and Paragon, take a look at these handy articles for the next steps!
How to export purchase orders from Paragon to QuickBooks Online
Introduction Paragon offers a few ways to export data to QuickBooks Online (to make sure that the integration is working smoothly. To export your purchase orders, there are a few extra requirements you will need to set up in Paragon and QuickBooks ...
How to import transactions from QuickBooks Online into Paragon
Introduction Once you are up and running and Paragon is connected to your QuickBooks account, your reference data is likely automatically imported in Paragon upon setup (such as customers, vendors, and products). If so, you are ready to start ...
Creating make payments
Introduction Payments (which can take the form of checks, cash, wire transfers, etc.) are transactions that reflect payments made to suppliers. These payments are often generated based on earlier transactions that have been sent from suppliers and/or ...
How to export references such as customers and products from Paragon to QuickBooks
Introduction Paragon offers many ways to keep your data in sync with your QuickBooks Online accounts. Exporting your references from Paragon to QuickBooks is one more way to do this and here we will show you how to export them automatically in the ...
How to use QuickBooks and Shopify together?
Introduction With Paragon, you can choose how QuickBooks and Shopify add-ons interact and work with each other. In this article, we will show you how to set up Paragon, as well as the Shopify and QuickBooks add-ons to manage your sales under a ...